| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Walter Thomas | GoalFusion Wealth Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| David Mott | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Jace Prows | Luminary Wealth Advisors | Mckinney | Not listed | Percentage of assets, Fixed fees |
| Jason Grohman | PLW Financial | New Braunfels | Not listed | Ongoing planning fee |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Julianne Hoerman | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Kayla Taylor | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Keith Hutson | Eubank, Hutson & Associates | Plano | Not listed | Percentage of assets, Hourly |
| Kennon Grose | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Morgan Arriaga | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Paul Hofland | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Rusti Pitts | Bonner & Smith | Lubbock | Not listed | Percentage of assets |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |